COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company’s performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR’s investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR’s parent company is KKR & Co. Inc. (NYSE: KKR).

Watch the Global Atlantic & KKR Partnership Story

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Client Care Advocate – Annuities

Start Date: Monday, January 6, 2025

Location: Des Moines, IA

Hourly Rate: $19.54 per hour + overtime with a $500 sign-on bonus

Training:

Training lasts approximately 12 weeks
Training hours are Monday – Friday, in-office, from 8:30am – 5:00pm EST and consists of both classroom training sessions as well as time on the phone in the contact center fielding incoming calls.
After training, you will follow a hybrid schedule, working three days a week in the office and two days a week from home.
Our contact center is open as follows:
- Monday - Thursday 8:00am - 7:00pm EST.
- Friday 8:00am - 6:00pm EST

This role will work an 8 hour shift once training is complete. Depending on business needs your shift will run between 8:00am EST and 7:00pm EST.

COMPANY OVERVIEW

Global Atlantic has an exciting opportunity for a Customer Service Specialist position based in Des Moines, IA. This person participates as a member of a team of customer service representatives engaged in processing insurance support phone calls, post call activities and completion of call back commitments involving our annuity customers, internal and external, by performing the following duties:

RESPONSIBILITIES:

Understands insurance products, procedures, and system capabilities
Responds to inbound calls providing excellent customer service
Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable
Receives and resolves telephone inquiries from parties of the contract within service standards
Identify, communicate, and proactively work to solve problems or issues
Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State
Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines
Focuses on Global Atlantic’s long-term success by building strong (internal and external) customer relationships
Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance.
Main contact for assigned sales representatives, accounts, and states
Provides a broad range of technical and operational support to clients and agents
Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy
Participation in team meetings and other cross functional groups is expected
This person is knowledgeable in commission triggers by product, commission payment and chargeback by product and distribution channel
Provides other duties as assigned by management

REQUIRED QUALIFICATIONS:

Bachelor’s degree or equivalent work experience
1+ years’ experience in customer service
Strong PC and Software skills, especially Microsoft Office products
Insurance industry knowledge is a plus

PREFERRED QUALIFICATION:

Proven ability to grasp new products, concepts, and procedures
Understanding of the industry, sales process, and distribution channel
Strong attention to detail with excellent organizational skills
Great interpersonal and team skills required
Strong written and oral communication skills
Excellent phone presence and presentation
Ability to maintain positive attitude and composure in dealing with difficult situations
Demonstrated flexibility with schedules and time management
This position is not eligible for visa candidates now or in the future.

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TOTAL REWARDS STATEMENT

Global Atlantic’s employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We strive to foster a culture of total well-being through community outreach and charitable giving programs. Click HERE to learn more about our charitable giving programs.

Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family. Global Atlantic was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation. Learn more about our Benefitsofferings.

Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer, and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status. Find out more about GA’s commitment to creating a culture of belonging: DE&Iand Strategic Pillars

Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email [email protected].

Discover more about Global Atlantic below:

Read the 2023 Corporate Responsibility Report

Explore the GA Careers Video Channel

Follow Global Atlantic on LinkedIn

Global Atlantic Privacy Statement

Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3-4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [email protected]

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

Customer Service Representative

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Global Atlantic Financial Group

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